IFA

Interactive Financial Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.61M
3
+$3.08M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.48M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.47M

Top Sells

1
+$5.6M
2
+$5.59M
3
+$5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.92M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M

Sector Composition

1 Technology 1.18%
2 Financials 0.48%
3 Industrials 0.39%
4 Utilities 0.2%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.19%
2,584
-435
77
$259K 0.18%
2,376
78
$247K 0.17%
3,200
79
$245K 0.17%
1,310
-55
80
$209K 0.14%
2,768
-113
81
– –
-28,463
82
– –
-1,236
83
– –
-2,648
84
– –
-10,663
85
– –
-2,663
1 2 3
4